Medtronic plc
MDT- Exchange
- NYSE
- Industry
- Electromedical & Electrotherapeutic Apparatus
- SEC CIK
- 0001613103
In the last 90 days, Medtronic plc insiders filed 0 open-market purchases and 2 sales; 2,150 institutions reported holding it in 13F filings for Q2 2026, worth $86.8B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Medtronic plc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,085
- +136 vs. Q3 2023
- Shares held
- 1.09B
- −534.4K (0.0%) vs. Q3 2023
- Total value
- $89.9B
- +$4.32B (+5.0%) vs. Q3 2023
- New holders
- 270
- 652 more added
- Sold out
- 134
- 993 more reduced
31 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MDT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,150 | $86.8B |
| Q1 2026 | 2,257 | $95.7B |
| Q4 2025 | 2,322 | $105.4B |
| Q3 2025 | 2,183 | $102.5B |
| Q2 2025 | 2,150 | $94.6B |
| Q1 2025 | 2,179 | $96.9B |
| Q4 2024 | 2,134 | $85.3B |
| Q3 2024 | 2,075 | $94.7B |
| Q2 2024 | 2,037 | $83.6B |
| Q1 2024 | 2,084 | $95.6B |
| Q4 2023 | 2,086 | $89.9B |
| Q3 2023 | 1,981 | $85.7B |
| Q2 2023 | 2,064 | $95.9B |
| Q1 2023 | 2,001 | $88.0B |
| Q4 2022 | 1,971 | $84.3B |
| Q3 2022 | 1,941 | $87.9B |
| Q2 2022 | 2,035 | $96.2B |
| Q1 2022 | 2,115 | $119.8B |
| Q4 2021 | 2,072 | $112.1B |
| Q3 2021 | 2,038 | $135.6B |
| Q2 2021 | 2,016 | $135.1B |
| Q1 2021 | 1,988 | $128.9B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pictet Bank & Trust Ltd | 16,752 | $1.38M | 1.40% | −3,530−17.4% | Reduced |
| IMC-Chicago, LLC | 16,776 | $1.38M | 0.04% | +16,776 | New |
| Versor Investments LP | 16,779 | $1.38M | 0.28% | −11,061−39.7% | Reduced |
| TCM Advisors, LLC | – | $1.38M | 1.12% | – | – |
| WCG Wealth Advisors LLC | 16,930 | $1.40M | 0.10% | +16,930 | New |
| Ameritas Investment Partners, Inc. | 17,138 | $1.41M | 0.05% | −1,365−7.4% | Reduced |
| OV Management LLC | 17,000 | $1.41M | 1.17% | +17,000 | New |
| Trust Co of Toledo NA | 17,199 | $1.42M | 0.24% | −263−1.5% | Reduced |
| Peloton Wealth Strategists | 17,260 | $1.42M | 0.62% | −2,190−11.3% | Reduced |
| Chiron Capital Management, LLC | 17,302 | $1.43M | 1.24% | +3,002+21.0% | Added |
| Diversified Trust Co | 17,323 | $1.43M | 0.05% | −1,728−9.1% | Reduced |
| Verdence Capital Advisors LLC | 17,389 | $1.43M | 0.14% | −546−3.0% | Reduced |
| Stock Yards Bank & Trust Co | 17,399 | $1.43M | 0.05% | −3,364−16.2% | Reduced |
| Greenwood Capital Associates LLC | 17,446 | $1.44M | 0.19% | +800+4.8% | Added |
| Suvretta Capital Management, LLC | 17,460 | $1.44M | 0.07% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 17,464 | $1.44M | 0.38% | −99−0.6% | Reduced |
| Tectonic Advisors LLC | 17,526 | $1.44M | 0.12% | +5,229+42.5% | Added |
| SNS Financial Group, LLC | 17,420 | $1.44M | 0.17% | +4,241+32.2% | Added |
| Stone Point Wealth LLC | 17,536 | $1.44M | 0.55% | −10,564−37.6% | Reduced |
| Clearstead Advisors, LLC | 17,540 | $1.44M | 0.08% | −1,415−7.5% | Reduced |
| Jarislowsky, Fraser Ltd | 17,567 | $1.45M | 0.01% | +7,788+79.6% | Added |
| Legacy Wealth Asset Management, LLC | 17,572 | $1.45M | 0.47% | −845−4.6% | Reduced |
| J.W. Cole Advisors, Inc. | 17,578 | $1.45M | 0.08% | +8,695+97.9% | Added |
| Blume Capital Management, Inc. | 17,840 | $1.47M | 0.39% | +9,000+101.8% | Added |
| Millington Financial Advisors, LLC | 17,879 | $1.47M | 1.18% | +17,879 | New |
| Criterion Capital Advisors, LLC | 17,919 | $1.48M | 1.07% | +17,919 | New |
| Equitable Trust Co | 17,929 | $1.48M | 0.11% | −2,004−10.1% | Reduced |
| Red Spruce Capital, LLC | 17,952 | $1.48M | 0.76% | −417−2.3% | Reduced |
| Highlander Capital Management, LLC | 18,006 | $1.48M | 0.53% | −1,000−5.3% | Reduced |
| New England Research & Management, Inc. | 18,034 | $1.49M | 0.79% | −470−2.5% | Reduced |
| Charter Oak Capital Management, LLC | 18,070 | $1.49M | 0.18% | +60.0% | Added |
| Jacobi Capital Management LLC | 18,171 | $1.50M | 0.15% | +1,292+7.7% | Added |
| LifePlan Financial, LLC | 18,173 | $1.50M | 1.50% | +18,173 | New |
| Benin Management CORP | 18,201 | $1.50M | 0.51% | −1,255−6.5% | Reduced |
| Larson Financial Group LLC | 18,240 | $1.50M | 0.13% | −2,716−13.0% | Reduced |
| Westside Investment Management, Inc. | 18,267 | $1.50M | 0.38% | +1,941+11.9% | Added |
| Wetherby Asset Management Inc | 18,268 | $1.50M | 0.08% | −6,107−25.1% | Reduced |
| Norden Group LLC | 18,275 | $1.51M | 0.26% | −6,009−24.7% | Reduced |
| AIMZ Investment Advisors, LLC | 18,323 | $1.51M | 0.61% | +50.0% | Added |
| Verition Fund Management LLC | 18,358 | $1.51M | 0.02% | −22,408−55.0% | Reduced |
| Pitcairn Co | 18,374 | $1.51M | 0.11% | +3,414+22.8% | Added |
| Raleigh Capital Management Inc. | 18,458 | $1.52M | 0.71% | −678−3.5% | Reduced |
| Credential Qtrade Securities Inc. | 18,553 | $1.53M | 0.09% | +16,176+680.5% | Added |
| Community Bank & Trust, Waco, Texas | 18,599 | $1.53M | 0.42% | +3,854+26.1% | Added |
| Albion Financial Group | 18,671 | $1.54M | 0.13% | −826−4.2% | Reduced |
| Longfellow Investment Management Co LLC | 18,728 | $1.54M | 0.38% | −2,525−11.9% | Reduced |
| Griffin Asset Management, Inc. | 18,773 | $1.55M | 0.20% | −767−3.9% | Reduced |
| New England Asset Management Inc | 18,800 | $1.55M | 0.25% | 00.0% | Unchanged |
| Sciencast Management LP | 18,849 | $1.55M | 0.85% | −1,273−6.3% | Reduced |
| Virtu Financial LLC | 18,870 | $1.55M | 0.12% | +9,932+111.1% | Added |
| Agate Pass Investment Management, LLC | 18,914 | $1.56M | 0.90% | −1,055−5.3% | Reduced |
| First Bank & Trust | 19,097 | $1.57M | 0.38% | +20.0% | Added |
| Cambridge Trust Co | 19,123 | $1.58M | 0.07% | −5,541−22.5% | Reduced |
| Occidental Asset Management, LLC | 19,125 | $1.58M | 0.33% | +13,024+213.5% | Added |
| LMCG Investments, LLC | 19,161 | $1.58M | 0.10% | −8,258−30.1% | Reduced |
| Evergreen Wealth Management, LLC | 19,165 | $1.58M | 1.16% | +510+2.7% | Added |
| GPS Wealth Strategies Group, LLC | 19,166 | $1.58M | 0.29% | +1,691+9.7% | Added |
| Berkeley Capital Partners, LLC | 19,187 | $1.58M | 0.52% | +797+4.3% | Added |
| Citizens National Bank Trust Department | 19,209 | $1.58M | 0.40% | −3,172−14.2% | Reduced |
| Beacon Financial Group | 19,257 | $1.59M | 0.19% | +3,022+18.6% | Added |
| First National Advisers, LLC | 19,363 | $1.59M | 0.46% | +3,519+22.2% | Added |
| Western Wealth Management, LLC | 19,363 | $1.60M | 0.11% | −76−0.4% | Reduced |
| Parallel Advisors, LLC | 19,391 | $1.60M | 0.05% | −1,209−5.9% | Reduced |
| Twin Capital Management Inc | 19,477 | $1.60M | 0.21% | −18,158−48.2% | Reduced |
| Fernwood Investment Management, LLC | 19,585 | $1.61M | 0.53% | −661−3.3% | Reduced |
| WBI Investments | 19,604 | $1.61M | 0.32% | +19,604 | New |
| Tradition Wealth Management, LLC | 19,607 | $1.61M | 0.17% | +319+1.7% | Added |
| AXS Investments LLC | 19,643 | $1.62M | 0.39% | +12+0.1% | Added |
| Signet Investment Advisory Group, Inc. | 19,700 | $1.62M | 0.98% | +416+2.2% | Added |
| Creative Financial Designs Inc | 19,781 | $1.63M | 0.17% | +1,708+9.5% | Added |
| Belpointe Asset Management LLC | 19,815 | $1.63M | 0.14% | −4,355−18.0% | Reduced |
| Rathbone Brothers plc | 19,826 | $1.63M | 0.01% | −5,098−20.5% | Reduced |
| Delaney Dennis R | 20,040 | $1.65M | 0.98% | +365+1.9% | Added |
| Lineweaver Wealth Advisors, LLC | 20,095 | $1.66M | 0.43% | +9,365+87.3% | Added |
| Cascade Investment Advisors, Inc. | 20,139 | $1.66M | 1.18% | +1,120+5.9% | Added |
| Dana Investment Advisors, Inc. | 20,218 | $1.67M | 0.08% | −1,825−8.3% | Reduced |
| Insight Wealth Strategies, LLC | 20,295 | $1.67M | 0.27% | +1,704+9.2% | Added |
| Virginia Wealth Management Group, Inc. | 20,393 | $1.68M | 1.47% | −7,724−27.5% | Reduced |
| HM Payson & Co | 20,427 | $1.68M | 0.03% | −10,828−34.6% | Reduced |
| Shufro Rose & Co LLC | 21,526 | $1.69M | 0.16% | −424−1.9% | Reduced |
| AlphaCentric Advisors LLC | 20,500 | $1.69M | 1.13% | +16,500+412.5% | Added |
| Proequities, Inc. | 20,332 | $1.69M | 0.12% | −1,585−7.2% | Reduced |
| Rockland Trust Co | 20,634 | $1.70M | 0.09% | +2,139+11.6% | Added |
| NBT Bank N A | 20,689 | $1.70M | 0.13% | +2,647+14.7% | Added |
| TrueMark Investments, LLC | 20,706 | $1.71M | 1.70% | +20,706 | New |
| Cypress Asset Management Inc | 20,816 | $1.71M | 0.52% | −2,363−10.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 20,919 | $1.72M | 0.52% | −260−1.2% | Reduced |
| Bristlecone Advisors, LLC | 21,026 | $1.73M | 0.18% | −1,455−6.5% | Reduced |
| Umb Bank N A | 21,072 | $1.74M | 0.03% | −2,333−10.0% | Reduced |
| Valeo Financial Advisors, LLC | 21,083 | $1.74M | 0.07% | −2,521−10.7% | Reduced |
| Tealwood Asset Management Inc | 21,273 | $1.75M | 0.84% | −381−1.8% | Reduced |
| Drexel Morgan & Co. | 21,326 | $1.76M | 0.41% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 21,437 | $1.77M | 0.16% | +1,002+4.9% | Added |
| SevenBridge Financial Group, LLC | 21,453 | $1.77M | 0.42% | −328−1.5% | Reduced |
| Flputnam Investment Management Co | 21,462 | $1.77M | 0.04% | −13,082−37.9% | Reduced |
| Nations Financial Group Inc, | 21,516 | $1.77M | 0.16% | −4,224−16.4% | Reduced |
| Sumitomo Life Insurance Co | 21,535 | $1.77M | 0.06% | −1,097−4.8% | Reduced |
| Sawyer & Company, Inc | 21,589 | $1.78M | 0.78% | −684−3.1% | Reduced |
| Mattern Wealth Management LLC | 21,635 | $1.78M | 0.46% | −667−3.0% | Reduced |
| Equitable Holdings, Inc. | 21,749 | $1.79M | 0.02% | +6,577+43.3% | Added |